Filed July 20, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,001 | $94,529+69.3% | $140,016+14.3% | $64,186+149.3% |
| Participation rate | 97.4% | 84.1%+13.3pp | 87.5%+9.9pp | 69.6%+27.8pp |
| Annual return | -5.68% | 7.77%-13.5pp | 651.12%-656.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,245 | $3,812-67.3% | $5,606-77.8% | $2,381-47.7% |
| Participant deferral / active EE | $4,904 | $5,250-6.6% | $6,927-29.2% | $3,470+41.3% |
| Admin fee / account holder | $12,785 | $6,741+89.7% | $10,705+19.4% | $4,888+161.5% |